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ActiveCampaign + Proposify

Create Active Campaign deals from new Proposify proposals

You're one step closer to closing your deal in Proposify. Now you want to integrate those created proposals into your Active Campaign account? No problem, we've got you covered. With this Zapier integration it's quick and easy to merge your deals in Active Campaign by automatically generating new Active Campaign deals from new Proposify proposals as they come up

You're one step closer to closing your deal in Proposify. Now you want to integrate those created proposals into your Active Campaign account? No problem, we've got you covered. With this Zapier integration it's quick and easy to merge your deals in Active Campaign by automatically generating new Active Campaign deals from new Proposify proposals as they come up

  1. When this happens...
    ProposifyProposify
    Proposal Created

    Triggers when a proposal is created.

    TriggerInstant
  2. automatically do this!
    ActiveCampaignActiveCampaign
    Create Deal (Deprecated)

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Proposify triggers, actions, and search

    Client Commented on a Proposal

    Triggers when a client has left a comment on the client view.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent or marked as sent by a user.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
activecampaign logo
activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
Learn moreHelp

Related categories

  • Marketing Automation

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proposify logo

About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.